Top RIAs Identify 4 Most Critical Challenges for Advisors

A new think tank of registered investment advisors with inside knowledge of the RIA industry on Tuesday released Tuesday a white paper that flags the four major challenges ahead for independent advisors and lays out what they can do to position themselves for the future.

The white paper is written and published by the Alliance for RIAs (aRIA), a study group that combines the knowledge of six successful RIA firms that collectively manage more than $20 billion of client assets. It can be downloaded free at and is the first in a series of four, titled Creating Value and Certainty Within Your Independent Advisory Firm. The second paper will be published in mid-November, and papers three and four will be published in the first quarter of 2013.

Read More